> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dmly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Read the Overview dashboard: quick actions, at-a-glance numbers, message volume, flow outcomes, broadcast funnel and contact sources.

**Overview** is the first page you land on, and it is also where DMLY's reporting lives — there is no separate Analytics or Reports section. It shows how your contacts, conversations, automations and broadcasts are doing, plus what is happening right now.

<Note>
  Almost everything on Overview follows the channel you have selected at the top of the page. Switch channel and the numbers change with it — the exception is **Upcoming appointments**, which is workspace-wide and does not change with the channel. See [Navigating DMLY](/getting-started/navigating-dmly).
</Note>

## Start your day here

The top of the page greets you by name and names your business, then gives you a row of shortcuts to the things you open most: **Open inbox**, **Appointments**, **Send broadcast**, **Contacts** and **Invoices**.

You only see the shortcuts for the areas your role can reach. If **Send broadcast** or **Invoices** is missing for you, that is your permissions, not a fault — see [Roles and permissions](/account/roles-and-permissions).

## At a glance

The **At a glance** cards are your headline numbers. Every card except the two call cards is always shown.

| Card                   | What it counts                                                                                        |
| ---------------------- | ----------------------------------------------------------------------------------------------------- |
| **Contacts**           | How many contacts you have.                                                                           |
| **Messages sent**      | Outbound messages.                                                                                    |
| **Reply rate**         | The share of your contacts who have ever messaged you back.                                           |
| **Flow completion**    | Of the automation runs that finished, the share that completed instead of failing or being cancelled. |
| **Broadcast delivery** | Delivered messages as a share of messages sent, across all your broadcasts.                           |
| **Growth clicks**      | Clicks on your [growth tools](/growth/overview).                                                      |
| **Opt-out rate**       | The share of your contacts who have opted out.                                                        |
| **Active sequences**   | Contacts currently moving through a [sequence](/automation/sequences).                                |

Two more cards — **Calls** and **Call answer rate** — appear whenever WhatsApp is your selected channel. With no calls yet they still show, reading 0 and 0%.

<Note>
  These cards are all-time totals for the selected channel. There is no date range or period picker on Overview, and no comparison against a previous period.
</Note>

## The panels

<Columns cols={2}>
  <Card title="Message volume" icon="chart-line">
    Outbound versus inbound messages over the last 14 days, as two lines. Fixed at 14 days. Reads **No message activity yet.** until messages start moving.
  </Card>

  <Card title="Recent activity" icon="clock-rotate-left">
    The six most recent events on the selected channel, each with a status colour and how long ago it happened. For the full history see [Logs](/troubleshooting/logs).
  </Card>

  <Card title="Upcoming appointments" icon="calendar-check">
    Your next bookings — service, contact, time and staff member — with **View all** through to [Appointments](/appointments/overview).
  </Card>

  <Card title="Flow outcomes" icon="diagram-project">
    Where your automation runs end up: **Completed**, **Running**, **Waiting**, **Failed**, **Cancelled**. A climbing **Failed** count is your cue to open [Automation not triggering](/troubleshooting/automation-not-triggering).
  </Card>

  <Card title="Broadcast funnel" icon="bullhorn">
    **Recipients → sent → delivered → opened → replies**, each step as a count and as a percentage of recipients, so you can see where a campaign drops off.
  </Card>

  <Card title="Contact sources" icon="chart-simple">
    Your six biggest contact sources by count — where people are actually coming from. Reads **No contact source data yet.** until contacts carry a source.
  </Card>
</Columns>

**Upcoming appointments** lists confirmed one-to-one bookings only, in the contact's own timezone. Class seats are not listed here — open [Appointments](/appointments/overview) for those. The panel is hidden entirely if your role has no access to Appointments.

## What Overview does not do

<Accordion title="There is no export button">
  Nothing on Overview can be exported. The exports that do exist are elsewhere — see [Exporting reports](/analytics/exporting-reports).
</Accordion>

<Accordion title="There is no date filter">
  The only filter is the channel selector. **Message volume** is fixed to the last 14 days; every other number is all-time.
</Accordion>

<Accordion title="Per-automation numbers live on the automation">
  For one automation's own performance — runs, completion rate, messages sent, last run and its recent activity — open the automation and use **Analytics**. See [Automation](/automation/overview).
</Accordion>

<Accordion title="Reporting is not plan-gated">
  Overview is not restricted by plan. What you see is set by your role only. If a panel or shortcut is missing, check [Roles and permissions](/account/roles-and-permissions).
</Accordion>

## What to check next

<Columns cols={2}>
  <Card title="Conversation reports" icon="comments" href="/analytics/conversation-reports">
    How to read inbound versus outbound volume and reply rate.
  </Card>

  <Card title="CSAT" icon="star" href="/analytics/csat">
    Ask customers to rate you, and route unhappy ones to a person.
  </Card>
</Columns>